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Disclosery

Summit Financial, LLC: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on SCHC, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 253,359 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,359 shares
    Change vs previous 13F +13,107 shares

    0.13% of the 13F portfolio, value $12,191,614.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 240,252 shares
    Change vs previous 13F +3,439 shares

    0.14% of the 13F portfolio, value $11,229,393.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 236,813 shares
    Change vs previous 13F +4,380 shares

    0.16% of the 13F portfolio, value $10,782,117.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 232,433 shares
    Change vs previous 13F +24,631 shares

    0.16% of the 13F portfolio, value $10,578,047.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 207,802 shares
    Change vs previous 13F +130,987 shares

    0.2% of the 13F portfolio, value $8,850,278.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 76,815 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,756,121.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).